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Non-Tech : Gehl Company
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To: Michael Bakunin who wrote (70)10/14/1998 2:03:00 PM
From: Marz  Read Replies (1) of 97
 
Michael,

You're right on about the risks out there competition/margins and economy. Right now at least, GEHL seems to be executing their plans well. They still seem to be in the right place at the right time (dairy vs. grain, construction ). I'm particularly impressed with their cash flow right now. $20 million for the 9 months ended 9/98 vs. $11 million of the 9 months ended 9/97. This has enabled them to significantly reduce their revolver balance since 12/31. That makes me feel a whole lot more comfortable given this economic uncertainty.

At some point the market is going to have to disassoicate GEHL from some of it's "peers" that are having unrelated problems and reward it for this solid performance...it's just frustrating waiting for this to happen. In the meantime, since we seem to be the only two on this board, I guess it will have to be our own little secret ;)...Or do we have any lurkers out there!
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